How Do I Check for Duplicates in Salesforce

June 18, 2021in Salesforce

Run a Duplicate Job to find existing duplicate Contacts based on your Matching Rules. How do i check for duplicates in salesforce?

Click.
From Setup, enter Duplicate Jobs in the Quick Find box, then click Duplicate Jobs.
Click New Job.
Select the Contact object.
Select the Insights Platform Contact Matching Rule or a custom Matching Rule you created.

How do i check for duplicates in salesforce? Other Salesforce resources.

A matching rule defines how duplicate records are identified in duplicate rules and duplicate jobs. Salesforce provides standard matching rules for business and person accounts, contacts, and leads. You can also create custom matching rules.

REQUIRED EDITIONS

Available in: Lightning Experience and Salesforce Classic (not available in all orgs)

Available in: Essentials, Professional, Enterprise, Performance, Unlimited, and Developer Editions

Customize Matching Rules
Find more duplicates by creating custom matching rules.
Things to Know About Matching Rules
Find out how matching rules work, review what to know when you customize matching rules, and look at some examples to get started. Or go further: Do a deep-dive on matching criteria, methods, algorithms, match keys, and normalization criteria.
Standard Matching Rules
You can use the provided standard matching rules with duplicate rules and duplicate jobs. You can’t edit these standard matching rules, but you can create custom matching rules.